Job Description
No experience required. Coachability plus willingness to learn and help are more valuable.
I am looking for individuals who want to improve their quality of life by fulfilling our team's mission of helping our fellow Pinoys through financial literacy.
Ethical Wealth/Financial Advisors raise the awareness of Filipinos when it comes to protecting their hard-earned money and growing their finances into wealth.
We determine our clients needs/problems and offer life insurance solutions including accident, disability, illness and hospitalization benefits that fit their budget -so that their income is protected in times of personal crisis.
More importantly, Advisors facilitate the claims of our clients (and/or their beneficiaries) to ensure payment at the soonest possible time.
Advisors also recommend investment options to answer for our clients medium and long-term financial goals and dreams (big purchase, travel fund, college fund, retirement fund, etc.)
Our services also include cash flow analysis, and policy and fund review for our clients.
